About this role:

Wells Fargo is seeking a Valuations Coordinator

In this role, you will:

• Perform valuation reviews to confirm appropriate content and compliance with federal, regulatory and bank policy
• Evaluate and decision collateral for moderately complex consumer requests
• Suspend collateral decision until deficiencies are resolved
• Review and decision of collateral valuations
• Assist with the calculations and preparation of reports for reviews
• Interact daily with internal and external partners to clarify quality concerns identified during the review process
• Provide guidance to less experienced staff
• Interact with organizational department on a wide range of knowledge
• Interact with internal or external customers in a customer support role

Required Qualifications:

• 1+ year of Valuations or Lending support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Experience in Collateral Operations, financial servicing, or lending operations.
• Exposure to Borrowing Base workflows or related collateral monitoring processes.
• Ability to interpret standard financial lending documents (e.g., BBCs, AR/AP summaries, collateral schedules).
• Strong analytical ability, comprehension, and attention to detail.
• Working knowledge of Excel and internal tools/applications used in collateral monitoring.
• Experience working in SLA-driven environments with a focus on accuracy and timeliness.
• Working knowledge of Borrowing Base methodology, including key drivers such as advance rates, ineligibles, reserves, and concentration limits.
• Familiarity with U.S. lending terminology, collateral documentation standards, and common borrower submission formats.
• Prior experience supporting quality checks, validations, or control activities within an operations workflow.
• Exposure to basic risk concepts related to collateral operations (e.g., over-advances, covenant breaches, documentation discrepancies).

Job Expectations:

• Perform Borrowing Base calculations on standard and moderate-complexity accounts with accuracy and adherence to SLAs and TAT.
• Review Borrowing Base Certificates, borrower submissions, and supporting documents to ensure compliance with internal controls and process requirements.
• Identify data inconsistencies, missing information, or documentation gaps and escalate them appropriately.
• Maintain documentation and audit trails for all valuation-related actions in accordance with internal policies.
• Support day-to-day queue management and help maintain workflow stability during peak volume or staffing gaps.
• Ensure all activities comply with internal operational standards, credit policies, and collateral monitoring guidelines.
• Demonstrate strong attention to detail to minimize errors and rework.
• Participate in internal review cycles, quality checks, and accuracy investigations when required.
• Contribute to SLAs by managing work queues efficiently and proactively highlighting risks or delays.
• Conduct refresher training, process knowledge sessions, and hand‑holding for new joiners.
• Serve as a go-to team resource for routine and moderately complex process questions.
• Provide insights for minor process improvements and support the team in implementing best practices.
• Wells Fargo is seeking a highly skilled and detail-oriented Valuation Coordinator to join our Borrowing Base team as an individual contributor.
• The ideal candidate will have experience in Collateral operations, with a strong grasp of financial lending documentation and the ability to work independently. Familiarity with Borrowing Base processes is a plus.
• This role requires strong analytical thinking, comprehension, and attention to detail.
• The selected candidate will be responsible for determining accurate Borrowing Base amounts for borrowers, ensuring alignment with credit agreements and financial documentation standards.
• The expectation is to scale up as a key resource for complex valuation tasks and stakeholder interactions.

Posting End Date:

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.